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Fidelity Dividend ETF for Rising Rates

50 hedge funds and large institutions have $86M invested in Fidelity Dividend ETF for Rising Rates in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

23% more capital invested

Capital invested by funds: $69.7M → $86M (+$16.3M)

6% more funds holding

Funds holding: 4750 (+3)

0.27% less ownership

Funds ownership: 22.4%22.14% (-0.27%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
24
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$11.7M -$858K -22,170 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.2M +$1.98M +51,221 +22%
PAG
3
Private Advisor Group
New Jersey
$10.8M +$1.02M +26,403 +11%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$6.54M +$1.03M +26,675 +20%
MWM
5
Mascoma Wealth Management
New Hampshire
$5.65M +$5.43M +140,477 New
LPL Financial
6
LPL Financial
California
$3.47M +$1.08M +27,873 +48%
Morgan Stanley
7
Morgan Stanley
New York
$3.29M +$229K +5,912 +8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.17M +$1.12M +28,899 +58%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.14M +$74.5K +1,926 +3%
GP
10
Geneva Partners
Wisconsin
$3.02M +$426K +11,008 +17%
UBS Group
11
UBS Group
Switzerland
$2.81M -$901K -23,289 -25%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.68M +$531K +13,722 +26%
Lido Advisors
13
Lido Advisors
California
$2.63M +$22.6K +583 +0.9%
CWG
14
Cornerstone Wealth Group
North Carolina
$2.3M -$709K -18,315 -25%
AIP
15
Ahrens Investment Partners
Louisiana
$2.22M -$113K -2,925 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.62M -$11.6K -301 -0.7%
KAS
17
Kestra Advisory Services
Texas
$1.31M -$1.1M -28,552 -47%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$997K +$823K +21,278 +604%
Jane Street
19
Jane Street
New York
$771K +$742K +19,189 New
GIA
20
Gladstone Institutional Advisory
Florida
$668K +$39 +1 +0%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$549K +$76K +1,964 +17%
1WA
22
180 Wealth Advisors
Washington
$531K -$62K -1,604 -11%
IAN
23
Integrated Advisors Network
Texas
$472K +$3.87K +100 +0.9%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$463K +$104K +2,679 +30%
JWCA
25
J.W. Cole Advisors
Florida
$450K -$5.42K -140 -1%

FDRR Hedge Fund Activity: Q1 2021 in Review

50 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dividend ETF for Rising Rates (FDRR) for Q1 2021, worth a combined $86M — up 23% from $69.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FDRR positions and 7 closed out — a net gain of 3 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was Mascoma Wealth Management, opening a new position worth an estimated $5.43M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.03M sold.

  • 50 institutional investors held Fidelity Dividend ETF for Rising Rates (FDRR) as of Q1 2021, up from 47 in Q4 2020.
  • Funds reported $86M of Fidelity Dividend ETF for Rising Rates stock for Q1 2021, up 23% quarter-over-quarter.
  • 10 funds opened new Fidelity Dividend ETF for Rising Rates positions in Q1 2021 and 7 closed out, a net change of +3 holders.
  • The largest Fidelity Dividend ETF for Rising Rates buyer in Q1 2021 was Mascoma Wealth Management, an estimated $5.43M added.
  • The largest Fidelity Dividend ETF for Rising Rates seller in Q1 2021 was Citadel Advisors, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2021.